In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics.

Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends.

This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets.

Investors need data from trusted sources.

We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/

Check out Sarmaya Partners here: https://sarmayapartners.com/

Thank you, Wasif, for stopping by the podcast again, Stu

Highlights of the Podcast

00:00 - Intro

00:55 - Special Guest: Wasif Latif

01:20 - Geopolitical Risk and Commodity Markets

03:20 - The Commodity Supercycle

04:50 - Impact on Oil Prices

06:15 - Geopolitical Escalation: Immediate and Long-Term Effects

07:30 - The Role of Gold in a Volatile Market

08:35 - Strait of Hormuz and Global Energy Supply

10:00 - Geopolitical Risks and Economic Pressures on Global Players

11:30 - Impact of Iran’s Actions on Global Energy Markets

13:00 - Future Energy Demand and Long-Term Commodities Trends

15:30 - The Role of AI in Energy Consumption

16:30 - The Declining U.S. Dollar and Commodities

18:00 - Japanese Bond Market and U.S. Energy Investments

19:40 - European Deficit Spending and Economic Impact

21:20 - Potential Shift in Global Capital Flows

23:50 - How Countries Are Responding to Energy Security

25:10 - Global Financial Markets and Commodity Cycles

27:00 - Long-Term Investment in Energy

30:00 - Japanese Inflation and Global Impact

32:00 - Conclusion